A detailed history of Novak & Powell Financial Services, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Novak & Powell Financial Services, Inc. holds 513 shares of VOO stock, worth $269,294. This represents 0.16% of its overall portfolio holdings.

Number of Shares
513
Previous 504 1.79%
Holding current value
$269,294
Previous $242 Million 5.9%
% of portfolio
0.16%
Previous 0.18%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

BUY
$455.1 - $504.28 $4,095 - $4,538
9 Added 1.79%
513 $257 Million
Q1 2024

May 15, 2024

SELL
$429.43 - $481.35 $5,582 - $6,257
-13 Reduced 2.51%
504 $242 Million
Q4 2023

Feb 21, 2024

BUY
$377.32 - $438.19 $195,074 - $226,544
517 New
517 $226 Million

Others Institutions Holding VOO

About VANGUARD INDEX FDS S&P 500 ETF


  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
Track This Portfolio

Track Novak & Powell Financial Services, Inc. Portfolio

Follow Novak & Powell Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Novak & Powell Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Novak & Powell Financial Services, Inc. with notifications on news.